Financial planners keep it in the family with new mortgage advisor
Dandelion Financial Keep it in the Family
Financial planning firm Dandelion Financial is keeping it in the family by welcoming the director’s son into the business.
Mortgage specialist Ben Watch has joined the Highworth-based company. His mother Sarah Watch and business partner Andy Carter, run the business together.
Ben is joining the team after working at London & Country Mortgages in Bath. There he specialised in providing mortgage advice to a range of clients. They included first time buyers, property investors with buy-to-lets and high-net-worth individuals.
At Dandelion Financial, Ben will continue to offer mortgage advice and giving advice to clients on life and critical illness cover and income protection.
Further, Ben will provide paraplanning help to the financial advisors’ clients along with reviewing risk profiles and undertaking fund reviews.
It’s a family affair
Ben is the third generation of his family to work in financial planning. Sarah’s father worked for the Prudential and two of her brothers are financial advisors.
‘I’m excited to be joining Dandelion Financial and to be working alongside Sarah,” said Ben. “I know I’ll add value to the services we offer. I’m also working towards my financial planning qualifications, to become a financial advisor.’
Sarah added: ‘Andy and I are both delighted to welcome Ben into the business. He’ll make a great addition to the team. It’s so pleasing to see him carry on the family tradition of a career in financial planning.’
Sarah and Andy have provided independent financial advice in Highworth for over 15 years. Seven of these at Dandelion’s High Street offices.
For further information visit: www.dandelionfinancial.co.uk
Or call 01793 765153.
To contact Ben, email: email@example.com